BWM
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Baystate Wealth Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Baystate Wealth Management’s Portfolio STPZ Stock Details STPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,155
Closed -$60K – 701
2018
Q1 		$60K Hold
1,155
– – 0.01% 174
2017
Q4 		$60K Sell
1,155
-1
-0.1% -$52 0.01% 184
2017
Q3 		$60K Buy
1,156
+1
+0.1% +$52 0.01% 168
2017
Q2 		$60K Buy
1,155
+7
+0.6% +$367 0.01% 165
2017
Q1 		$61K Buy
+1,148
New +$60.4K 0.01% 166

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